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Company Name



Oranj


What does it do?



Oranj bridges the gap between technology and personalized service. Our simple, scalable digital advice software allows for easy client on-boarding and real-time collaboration. Clients get the information they need, when they need it, and advisors get to focus on what they do best: advising their clients.


How will your product or service advance the wealth management experience or industry?



We’re focused on creating the world’s best user experience for working with people's financial universe and personal goals, one that empowers people to make smart financial decisions and connect with financial professionals to answer complex questions without requiring them to analyze complex data. To achieve this, we build software for servicing, collaborating, managing, and connecting on top of which we layer user-friendly applications for a fully interactive human-driven, technology-assisted experience.


What makes it better than all its competitors?



A more intuitive user experience, custodian agnostic, a platform designed for both advisors and investors, and completely digital account opening/transfer with DocuSign integration.


Five word mantra or summary?



Digital advice with a human touch


Presenter



David Lyon, CEO and Founder

Founders



David Lyon

Key Customers



RIAs and Independent Broker Dealers
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